Clarkston Capital Partners, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Clarkston Capital Partners, LLC reported 146 stock positions worth $5.1 billion. Its top holding was Post (POST) at 7.7% of the portfolio, followed by Clarivate (CLVT, 5.8%) and Molson Coors Beverage Class B (TAP, 5.5%). Compared with Q4 2024, it opened 6 new positions, sold out of 21, added to 53 and reduced 35. The biggest buy was a new position in CCC Intelligent Solutions Ho (CCC) and the biggest sale LPL Financial (LPLA, shares −23%).

Most Recent 13F
Q2 2026
Location
Rochester, MI
CIK
0001562855
Portfolio Value
$5.1B (Q1 2025)
SEC Filing
0001398344-25-009360 ↗ filed May 14, 2025

Holdings Value

0$2.0B$4.0B$6.0B Q1 2024: $5.7B Q1 2024 Q2 2024: $5.2B Q2 2024 Q3 2024: $5.4B Q3 2024 Q4 2024: $5.2B Q4 2024 Q1 2025: $5.1B $5.1B Q1 2025 Q2 2025: $4.7B Q2 2025 Q3 2025: $4.6B Q3 2025 Q4 2025: $4.3B Q4 2025 Q1 2026: $1.3B Q1 2026 Q2 2026: $1.2B Q2 2026

Holdings 146 stocks · $5.1B
POST Post Holdings Inc. filed as POST HLDGS INC 7.72% 3,364,510 $391.5M Add +3.2%
CLVT Clarivate PLC 5.78% 74,527,914 $292.9M Add +5.4%
TAP Molson Coors Beverage Co. Class B 5.47% 4,553,212 $277.2M Add +0.7%
AMG Affiliated Managers Group 5.26% 1,585,324 $266.4M Add +0.8%
USFD US Foods Holding Corp. 4.39% 3,399,920 $222.6M Reduce -7.3%
LPLA LPL Financial Holdings Inc. 4.35% 674,227 $220.6M Reduce -22.7%
GFL GFL Environmental Inc.-Sub VT 4.30% 4,508,270 $217.8M Reduce -15.2%
LW Lamb Weston Holdings Inc. 3.91% 3,721,559 $198.4M Add +21.1%
WTW Willis Towers Watson PLC 3.40% 510,565 $172.5M Add +0.0%
CHRW C.H. Robinson Worldwide Inc. 3.36% 1,662,009 $170.2M Reduce -17.4%
SYY Sysco Corp. 3.17% 2,141,143 $160.7M Add +0.5%
AVTR Avantor Inc. 3.07% 9,591,950 $155.5M Add +17.8%
WLY Wiley (john) & Sons Class A 2.68% 3,053,500 $136.1M Add +0.1%
ENR Energizer Holdings Inc. 2.48% 4,205,935 $125.8M Add +3.2%
HSIC Henry Schein Inc. 2.37% 1,751,570 $120.0M Add +0.4%
BRO Brown & Brown Inc. 2.33% 950,710 $118.3M Add +0.3%
LKQ LKQ Corp. 2.11% 2,514,295 $107.0M Add +0.8%
MIDD Middleby Corp. 2.06% 688,560 $104.6M Add +1.5%
CABO Cable One Inc. 1.87% 357,192 $94.9M Add +34.1%
BUD Anheuser-Busch Inbev-SPN ADR 1.82% 1,498,297 $92.2M Add +0.3%
HI Hillenbrand Inc. 1.79% 3,760,951 $90.8M Add +0.4%
FDX FedEx Corp. 1.65% 342,482 $83.5M Reduce -0.0%
NVST Envista Holdings Corp. 1.60% 4,686,747 $80.9M Add +9.3%
SCHW Schwab (charles) Corp. 1.41% 915,334 $71.7M Reduce -10.0%
NEOG Neogen Corp. 1.07% 6,276,075 $54.4M Add +118.9%
DG Dollar General Corp. 1.02% 586,431 $51.6M Reduce -2.6%
WBD Warner Bros Discovery Inc. 1.00% 4,715,425 $50.6M Add +0.2%
CCC CCC Intelligent Solutions Ho 0.90% 5,068,230 $45.8M New
COF Capital One Financial Corp. 0.84% 237,252 $42.5M Reduce -8.8%
AXP American Express Co. 0.79% 149,027 $40.1M Reduce -8.0%
MSFT Microsoft Corp. 0.76% 102,860 $38.6M Reduce -0.3%
CMCSA Comcast Corp. Class A 0.73% 998,549 $36.8M Add +47.1%
MAA Mid-America Apartment Comm 0.69% 210,000 $35.2M No change
AAPL Apple Inc. 0.69% 156,324 $34.7M Reduce -0.7%
KVUE Kenvue Inc. 0.65% 1,370,403 $32.9M Add +0.3%
PAYX Paychex Inc. 0.64% 209,010 $32.2M Add +0.8%
UPS United Parcel Service Class B 0.63% 290,299 $31.9M Add +38.3%
USB US Bancorp 0.59% 704,302 $29.7M Add +0.2%
PEP Pepsico Inc. 0.58% 196,249 $29.4M Add +8.1%
GOOGL Alphabet Inc. Class A 0.52% 169,656 $26.2M Add +1.1%
FTV Fortive Corp. 0.49% 337,610 $24.7M Add +2.4%
MDT Medtronic PLC 0.49% 273,688 $24.6M Add +0.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.47% 240,572 $23.7M Add +1.0%
ICLR Icon PLC 0.46% 133,465 $23.4M Add +33.4%
MA Mastercard Inc. Class A 0.46% 42,493 $23.3M Add +1.1%
BIL SS SPDR BB 1-3M T-Bill ETF 0.46% 253,176 $23.2M Add +4.0%
PG The Procter & Gamble Co. 0.42% 124,126 $21.2M Add +1.9%
JNJ Johnson & Johnson 0.41% 124,377 $20.6M Add +2.5%
KDP Keurig Dr Pepper Inc. 0.41% 601,847 $20.6M Add +1.6%
DEO Diageo PLC-Sponsored ADR 0.40% 195,744 $20.5M Add +1.4%
BDX Becton Dickinson and Co. 0.40% 87,664 $20.1M Add +2.4%
LESLIES INC 0.34% 23,191,550 $17.1M Add +0.6%
WM Waste Management Inc. 0.34% 73,392 $17.0M Add +3.5%
ALGN Align Technology Inc. 0.30% 95,790 $15.2M New
ABNB Airbnb Inc. Class A 0.21% 89,415 $10.7M New
BX Blackstone Inc. 0.21% 75,325 $10.5M No change
OTIS Otis Worldwide Corp. 0.20% 96,668 $10.0M Add +2.4%
SFBS Servisfirst Bancshares Inc. 0.20% 120,000 $9.9M No change
META Meta Platforms Inc. Class A 0.18% 16,251 $9.4M Reduce -0.7%
LLY Eli Lilly & Co. 0.16% 10,000 $8.3M No change
EPD Enterprise Products Partners 0.14% 201,400 $6.9M Reduce -1.6%
XOM Exxon Mobil Corp. 0.13% 54,982 $6.5M Reduce -0.5%
GS Goldman Sachs Group Inc. 0.11% 10,000 $5.5M No change
CSCO Cisco Systems Inc. 0.09% 77,700 $4.8M No change
BRK.A Berkshire Hathaway Inc. Class A 0.09% 6 $4.8M Add +500.0%
FIS Fidelity National Info Serv 0.09% 63,000 $4.7M No change
IQV Iqvia Holdings Inc. 0.08% 24,000 $4.2M No change
PM Philip Morris International 0.08% 25,900 $4.1M No change
MCK McKesson Corp. 0.08% 5,840 $3.9M No change
IVV iShares Core S&P 500 ETF 0.07% 6,055 $3.4M No change
COST Costco Wholesale Corp. 0.07% 3,527 $3.3M Reduce -4.7%
VOO Vanguard S&P 500 ETF 0.06% 6,110 $3.1M Reduce -0.0%
BMY Bristol-Myers Squibb Co. 0.06% 46,000 $2.8M No change
SO The Southern Co. 0.05% 30,000 $2.8M No change
AMZN Amazon.com Inc. 0.05% 13,622 $2.6M Reduce -0.5%
HD Home Depot Inc. 0.05% 6,797 $2.5M Reduce -1.7%
DUK Duke Energy Corp. 0.05% 20,210 $2.5M Reduce -0.1%
NUE Nucor Corp. 0.05% 20,000 $2.4M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.05% 4,140 $2.3M Add +23.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.04% 54,700 $2.3M No change
KO The Coca-Cola Co. 0.04% 30,915 $2.2M No change
CVX Chevron Corp. 0.04% 13,024 $2.2M No change
CACC Credit Acceptance Corp. 0.04% 4,000 $2.1M No change
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.04% 60,000 $2.0M No change
ET Energy Transfer LP 0.04% 100,000 $1.9M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 7,050 $1.8M Reduce -2.1%
PFE Pfizer Inc. 0.03% 66,688 $1.7M Add +17.6%
MCD McDonald's Corp. 0.03% 5,400 $1.7M Reduce -1.9%
GOOG Alphabet Inc. Class C 0.03% 10,775 $1.7M Add +0.5%
MRK Merck & Co. Inc. 0.03% 18,107 $1.6M No change
IWF iShares Russell 1000 Growth 0.03% 4,364 $1.6M Add +7.8%
ES Eversource Energy 0.03% 25,000 $1.6M No change
AWK American Water Works Co. Inc. 0.03% 10,000 $1.5M No change
SPDW Ste STR SPDR PT DW Eu ETF 0.03% 39,500 $1.4M No change
PRU Prudential Financial Inc. 0.03% 12,500 $1.4M No change
SYK Stryker Corp. 0.03% 3,572 $1.3M Reduce -1.4%
V Visa Inc. Class A 0.03% 3,628 $1.3M Reduce -3.3%
FRME First Merchants Corp. 0.02% 31,113 $1.3M Reduce -10.3%
ISRG Intuitive Surgical Inc. 0.02% 2,482 $1.2M No change
BRK.B Berkshire Hathaway Inc. Class B 0.02% 2,296 $1.2M Add +3.4%
ORLY O'reilly Automotive Inc. 0.02% 765 $1.1M No change
DVA Davita Inc. 0.02% 6,954 $1.1M No change
TXN Texas Instruments Inc. 0.02% 5,200 $934K No change
ORCL Oracle Corp. 0.02% 6,290 $879K Add +1.1%
ACN Accenture PLC Class A 0.02% 2,650 $827K Reduce -3.6%
TSLA Tesla Inc. 0.02% 3,175 $823K Add +3.3%
ONB Old National Bancorp 0.02% 37,353 $792K No change
ABT Abbott Laboratories 0.02% 5,942 $788K Reduce -1.7%
NVDA Nvidia Corp. 0.01% 6,932 $751K Reduce -14.3%
ITW Illinois Tool Works 0.01% 2,845 $706K Reduce -6.6%
ADP Automatic Data Processing 0.01% 2,260 $690K No change
BSX Boston Scientific Corp. 0.01% 6,500 $656K No change
IJH iShares Core S&P Midcap ETF 0.01% 11,125 $649K No change
ABBV Abbvie Inc. 0.01% 2,700 $566K Reduce -12.9%
SCHD Schwab US DVD Equity ETF 0.01% 19,709 $551K Add +2.0%
EEM iShares MSCI Emerging Market 0.01% 12,250 $535K No change
JPM JPMorgan Chase & Co. 0.01% 2,138 $524K Add +20.6%
IWM iShares Russell 2000 ETF 0.01% 2,600 $519K Reduce -11.9%
LBRDK Liberty Broadband-C 0.01% 6,000 $510K No change
PHM Pultegroup Inc. 0.01% 4,829 $496K No change
EFA iShares MSCI Eafe ETF 0.01% 5,992 $490K Reduce -4.9%
USL United States 12 Month Oil 0.01% 12,500 $478K No change
MMI Marcus & Millichap Inc. 0.01% 13,530 $466K New
IEFA iShares Core MSCI Eafe ETF 0.01% 5,928 $448K Reduce -2.6%
MRSH Marsh & McLennan Cos 0.01% 1,725 $421K No change
PLTR Palantir Technologies Inc. Class A 0.01% 4,810 $406K No change
QCOM Qualcomm Inc. 0.01% 2,551 $392K No change
VGT Vanguard Info Tech ETF 0.01% 722 $392K Add +11.4%
F Ford Motor Co. filed as FORD MTR CO 0.01% 36,060 $362K No change
WMT Walmart Inc. 0.01% 3,940 $346K Reduce -2.5%
TMO Thermo Fisher Scientific Inc. 0.01% 675 $336K No change
GD General Dynamics Corp. 0.01% 1,081 $295K No change
DHR Danaher Corp. 0.01% 1,400 $287K No change
DE Deere & Co. 0.01% 600 $282K No change
FICO Fair Isaac Corp. 0.01% 150 $277K No change
ADC Agree Realty Corp. 0.01% 3,300 $255K Reduce -29.8%
NFLX Netflix Inc. 0.01% 272 $254K Reduce -16.8%
RTX RTX Corp. 0.00% 1,868 $247K No change
TGT Target Corp. 0.00% 2,336 $244K Add +1.6%
RY Royal Bank of Canada 0.00% 2,106 $237K No change
QQQ Invesco QQQ Trust Series 1 0.00% 503 $236K New
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM 0.00% 4,000 $225K No change
CMA Comerica Inc. 0.00% 3,615 $214K No change
INTU Intuit Inc. 0.00% 346 $212K No change
AMGN Amgen Inc. 0.00% 646 $201K New
ABCL Abcellera Biologics Inc. 0.00% 22,000 $49K No change

Portfolio Sells Q4 2024 → Q1 2025
LPLA LPL Financial Holdings Inc. Reduce -22.7% 4.35% −1.11
CHRW C.H. Robinson Worldwide Inc. Reduce -17.4% 3.36% −0.63
USFD US Foods Holding Corp. Reduce -7.3% 4.39% −0.35
MMM 3M Co. Sold out 0.00% −0.25
GFL GFL Environmental Inc.-Sub VT Reduce -15.2% 4.30% −0.24
FDX FedEx Corp. Reduce -0.0% 1.65% −0.20
AXP American Express Co. Reduce -8.0% 0.79% −0.13
MSFT Microsoft Corp. Reduce -0.3% 0.76% −0.07
AAPL Apple Inc. Reduce -0.7% 0.69% −0.07
CHTR Charter Communications Inc. Class A Sold out 0.00% −0.07
COF Capital One Financial Corp. Reduce -8.8% 0.84% −0.05
SUI Sun Communities Inc. Sold out 0.00% −0.04
SCHW Schwab (charles) Corp. Reduce -10.0% 1.41% −0.03
DKNG Draftkings Inc. Class A Sold out 0.00% −0.03
JPST JPMorgan Ultra-Short Income Sold out 0.00% −0.02
PNW Pinnacle West Capital Sold out 0.00% −0.01
AMZN Amazon.com Inc. Reduce -0.5% 0.05% −0.01
NVDA Nvidia Corp. Reduce -14.3% 0.01% −0.01
SCHB Schwab US Broad Market ETF Sold out 0.00% −0.00
HD Home Depot Inc. Reduce -1.7% 0.05% −0.00
IWM iShares Russell 2000 ETF Reduce -11.9% 0.01% −0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Sold out 0.00% −0.00
ACN Accenture PLC Class A Reduce -3.6% 0.02% −0.00
VTI VG Morningstar TS MKT ETF-US Sold out 0.00% −0.00
FRME First Merchants Corp. Reduce -10.3% 0.02% −0.00
ADC Agree Realty Corp. Reduce -29.8% 0.01% −0.00
SCHX Schwab US Large-Cap ETF Sold out 0.00% −0.00
IWO iShares Russell 2000 Growth Sold out 0.00% −0.00
SCHV Schwab US Large-Cap Value Sold out 0.00% −0.00
VOO Vanguard S&P 500 ETF Reduce -0.0% 0.06% −0.00
ITW Illinois Tool Works Reduce -6.6% 0.01% −0.00
OPTU Optimum Communications Inc. Class A Sold out 0.00% −0.00
SCHF Schwab Intl Equity ETF Sold out 0.00% −0.00
IWB iShares Russell 1000 ETF Sold out 0.00% −0.00
NFLX Netflix Inc. Reduce -16.8% 0.01% −0.00
FXI iShares China Large-Cap ETF Sold out 0.00% −0.00
SCHE Schwab Emrg Mrkts Eqty ETF Sold out 0.00% −0.00
SCHO Schwab Short-Term US Treas Sold out 0.00% −0.00
VUG Vanguard Mrngstar GR ETF-Sui Sold out 0.00% −0.00
SCHP Schwab U.S. Tips ETF Sold out 0.00% −0.00
VTV Vanguard Mrngstr Val ETF-Aui Sold out 0.00% −0.00
WMT Walmart Inc. Reduce -2.5% 0.01% −0.00
EFA iShares MSCI Eafe ETF Reduce -4.9% 0.01% +0.00
ABBV Abbvie Inc. Reduce -12.9% 0.01% +0.00
IEFA iShares Core MSCI Eafe ETF Reduce -2.6% 0.01% +0.00
COST Costco Wholesale Corp. Reduce -4.7% 0.07% +0.00
META Meta Platforms Inc. Class A Reduce -0.7% 0.18% +0.00
SYK Stryker Corp. Reduce -1.4% 0.03% +0.00
V Visa Inc. Class A Reduce -3.3% 0.03% +0.00
ABT Abbott Laboratories Reduce -1.7% 0.02% +0.00

Portfolio Buys Q4 2024 → Q1 2025
CCC CCC Intelligent Solutions Ho New 0.90% +0.90
POST Post Holdings Inc. Add +3.2% 7.72% +0.58
TAP Molson Coors Beverage Co. Class B Add +0.7% 5.47% +0.50
BRO Brown & Brown Inc. Add +0.3% 2.33% +0.48
NEOG Neogen Corp. Add +118.9% 1.07% +0.41
BUD Anheuser-Busch Inbev-SPN ADR Add +0.3% 1.82% +0.39
LKQ LKQ Corp. Add +0.8% 2.11% +0.35
WTW Willis Towers Watson PLC Add +0.0% 3.40% +0.34
MIDD Middleby Corp. Add +1.5% 2.06% +0.30
ALGN Align Technology Inc. New 0.30% +0.30
CMCSA Comcast Corp. Class A Add +47.1% 0.73% +0.24
ABNB Airbnb Inc. Class A New 0.21% +0.21
WLY Wiley (john) & Sons Class A Add +0.1% 2.68% +0.13
UPS United Parcel Service Class B Add +38.3% 0.63% +0.12
KVUE Kenvue Inc. Add +0.3% 0.65% +0.09
BRK.A Berkshire Hathaway Inc. Class A Add +500.0% 0.09% +0.08
PAYX Paychex Inc. Add +0.8% 0.64% +0.08
JNJ Johnson & Johnson Add +2.5% 0.41% +0.07
MDT Medtronic PLC Add +0.3% 0.49% +0.07
WM Waste Management Inc. Add +3.5% 0.34% +0.06
ICLR Icon PLC Add +33.4% 0.46% +0.06
HSIC Henry Schein Inc. Add +0.4% 2.37% +0.05
PEP Pepsico Inc. Add +8.1% 0.58% +0.05
SYY Sysco Corp. Add +0.5% 3.17% +0.05
WBD Warner Bros Discovery Inc. Add +0.2% 1.00% +0.05
KDP Keurig Dr Pepper Inc. Add +1.6% 0.41% +0.04
MA Mastercard Inc. Class A Add +1.1% 0.46% +0.04
BIL SS SPDR BB 1-3M T-Bill ETF Add +4.0% 0.46% +0.03
OTIS Otis Worldwide Corp. Add +2.4% 0.20% +0.03
PG The Procter & Gamble Co. Add +1.9% 0.42% +0.03
CABO Cable One Inc. Add +34.1% 1.87% +0.03
BDX Becton Dickinson and Co. Add +2.4% 0.40% +0.02
FTV Fortive Corp. Add +2.4% 0.49% +0.01
NVST Envista Holdings Corp. Add +9.3% 1.60% +0.01
MMI Marcus & Millichap Inc. New 0.01% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +23.7% 0.05% +0.01
BRK.B Berkshire Hathaway Inc. Class B Add +3.4% 0.02% +0.00
QQQ Invesco QQQ Trust Series 1 New 0.00% +0.00
PFE Pfizer Inc. Add +17.6% 0.03% +0.00
AMGN Amgen Inc. New 0.00% +0.00
JPM JPMorgan Chase & Co. Add +20.6% 0.01% +0.00
SCHD Schwab US DVD Equity ETF Add +2.0% 0.01% +0.00
VGT Vanguard Info Tech ETF Add +11.4% 0.01% 0.00
IWF iShares Russell 1000 Growth Add +7.8% 0.03% −0.00
TGT Target Corp. Add +1.6% 0.00% −0.00
ORCL Oracle Corp. Add +1.1% 0.02% −0.00
GOOG Alphabet Inc. Class C Add +0.5% 0.03% −0.01
TSLA Tesla Inc. Add +3.3% 0.02% −0.01
LW Lamb Weston Holdings Inc. Add +21.1% 3.91% −0.02
DIS The Walt Disney Co. Add +1.0% 0.47% −0.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 96$1.2BPOST, CLVT, AMG, AVTR, CCC
Q1 2026 98$1.3BPOST, CLVT, AMG, AVTR, CCC
Q4 2025 178$4.3BPOST, AMG, CLVT, AVTR, TAP
Q3 2025 158$4.6BPOST, AMG, CLVT, AVTR, LPLA
Q2 2025 151$4.7BPOST, CLVT, AMG, LPLA, USFD
Q1 2025 146$5.1BPOST, CLVT, TAP, AMG, USFD
Q4 2024 161$5.2BPOST, CLVT, AMG, LPLA, TAP
Q3 2024 153$5.4BCLVT, POST, USFD, AMG, TAP
Q2 2024 153$5.2BCLVT, POST, SRCL, USFD, AMG
Q1 2024 154$5.7BCLVT, POST, USFD, LPLA, TAP